Customer Relationship Management
What is it?
Customer relationship management (CRM) is a means of managing company relationships and interactions with customers and potential customers. The software’s objective – to create efficiencies, improve relationships, streamline processes and increase profitability. It’s for your sales team, customer service, business development, marketing and recruiting. It’s the best way of managing interactions and relationships for success.
SuiteCRM & SugarCRM
SuiteCRM and Sugar CRM were once the same program. In October 2013, SugarCRM software forked (copied) the source code and started independent development under SugarCRM. SuiteCRM continued, is a greatly extended version of SugarCRM containing many additional security fixes not available in SugarCRM (click for source). SuiteCRM won the BOSSIE Award 2015 and BOSSIE Award 2016 for the world’s best Open Source CRM, an award once won by SugarCRM during previous years.
SuiteCRM & Computer IT Solutions
A quality CRM is a sophisticated program with many capabilities. It’s a program you want to grow into, not out of. SuiteCRM is just that, but without the support of IT you may be worse off than you started with wasted time and additional expense. That’s where we come in, IT technicians who’ve been supporting small businesses in South Florida for nearly 20 years now. As with other support our customers are accustom to, WE DO IT FOR YOU. We help you setup your programs, your data, your campaigns, we put the program to work for you, so you don’t work for it. Don’t be another statistic. Companies pay thousands of dollars for CRM’s that sit on a shelf and never get used.
About a few Features...
Contact Management
Records are formatted like cards in an address book. Toggle subpanels within each record to see more or less information. Leads can be converted to contacts, and contacts added to target lists for email marketing and other purposes. Additional functionality for editing, merging, mass updates, deleting, importing and exporting contacts. Share contacts individually or in groups, by email as vCards. Import contacts individually from Outlook, Google Contacts, Vcards, any .csv .txt or other database file.
Opportunity Management
Allows tracking of individual sales. Can be tied to leads, quotes, accounts, Quickbooks accounts. Create opportunities from scratch or by importing from .csv or other file types. Also create opportunities by converting leads or quotes. Set information such as account name, value, sales stage and expected close date.
Workflow Automation
Use to automate lead routing, quote approvals, escalations and reminders. Rule based processes for a wide variety of functionality to perform actions automating reminders, emails, quote approvals and more.
CRM FEATURE COMPARISON
Feature
SuiteCRM
SugarCRM
Works Best For
any sized business
any sized business
Contact Management
Lead Segmentation
Pipeline Management
Lead Scoring
Gmail Integration
Outlook Integration
$50 annual / user
extra cost
Task Management
Territory Management Management
Workflow Automation
Social Media Integration
Document Storage
Cloud Based
iOS App
Android App
QuickBooks Desktop integration
extra cost
CRM COST COMPARISON
Comparison is of SugarCRM’s lowest cost of 5 plans – Enterprise, Serve, Sell, Market & Professional
Description
Computer IT Solutions
SugarCRM
Plans Compared
SuiteCRM
Sugar Professional
Support
Comprehensive
Standard, extra cost for “technical account manager”
Cost Each User
$20 each
Starting at $80 each
Minimum User Purchase
10
10
Billing Schedule
Monthly
Annually
Annual Commitment
No
Yes
Startup Cost
$199.00 cancel anytime
$9,600.00
*** SugarCRM prices as posted on sugarcrm.com June 14th, 2020
CRM FEATURE COMPARISON